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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
976
Desjardins Global Asset Management
Quebec, Canada
$107K +$10.8K +265 +11%
CAM
977
Costello Asset Management
Pennsylvania
$106K +$3.04K +75 +3%
EWM
978
Evermay Wealth Management
Virginia
$105K – – –
BWP
979
Baldwin Wealth Partners
Massachusetts
$105K +$74K +1,823 +255%
CFFP
980
Center for Financial Planning
Michigan
$104K – – –
SLF
981
Sun Life Financial
Ontario, Canada
$104K -$9.58K -236 -9%
SC
982
Steph & Co
Wisconsin
$104K – – –
BFPW
983
BOK Financial Private Wealth
Colorado
$104K – – –
RWM
984
Raffa Wealth Management
District of Columbia
$103K +$3.81K +94 +4%
CNBTD
985
Citizens National Bank Trust Department
Mississippi
$103K – – –
AWM
986
AllSquare Wealth Management
New York
$102K – – –
EI
987
Ellevest Inc
New York
$102K -$25.4K -627 -20%
STCOSD
988
Sageworth Trust Company of South Dakota
South Dakota
$101K – – –
SWA
989
Sutton Wealth Advisors
Florida
$101K -$122 -3 -0.1%
CPFP
990
Clear Perspectives Financial Planning
Ohio
$101K – – –
HDIM
991
Hanson & Doremus Investment Management
Vermont
$100K – – –
EBA
992
Eagle Bay Advisors
New York
$98.5K +$2.27K +56 +2%
MCM
993
MV Capital Management
Maryland
$98.2K +$5.92K +146 +7%
CA
994
Crewe Advisors
Utah
$98.2K +$11K +272 +13%
MPWT
995
MassMutual Private Wealth & Trust
Connecticut
$98K -$1.42K -35 -1%
GCM
996
Gables Capital Management
Florida
$96.9K – – –
CA
997
CoreCap Advisors
Michigan
$95.5K +$93.9K +2,314 New
CYG
998
Clean Yield Group
Vermont
$93.2K – – –
TFS
999
TrustCore Financial Services
Tennessee
$92K +$41 +1 +0%
ZB
1000
Zions Bancorporation
Utah
$89.9K -$9.54K -235 -10%
38 39
40
41 42